See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,605 | $87,013+162.7% | $106,213+115.2% | $80,856+182.7% |
| Participation rate | 58.8% | 70.4%-11.6pp | 75.3%-16.5pp | 67.6%-8.8pp |
| Annual return | 18.58% | 17.05%+1.5pp | 116.14%-97.6pp | 35.59%-17.0pp |
| Employer contribution / active EE | $1,513 | $2,395-36.8% | $3,171-52.3% | $2,755-45.1% |
| Participant deferral / active EE | $4,542 | $3,986+14.0% | $5,016-9.4% | $4,296+5.7% |
| Admin fee / account holder | $12,193 | $8,431+44.6% | $11,033+10.5% | $6,918+76.3% |